Post-earnings recap
Reported
Thu, May 28, 2026
EPS actual
$1.32
EPS est.
$-0.30
EPS surprise
+534.21%
1-day move
+10.60%
MongoDB's strong earnings per share performance significantly exceeded expectations, leading to a positive stock reaction of 10.60%. However, the lack of revenue data and management commentary leaves some uncertainty about the company's overall performance and future outlook.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.32 | $1.18 | +534.21% |
| Revenue | — | $664M | — |
No transcript is on record, and the analysis is based solely on numerical results.
MongoDB, Inc. is a technology company that provides a leading database platform designed for modern applications. With a focus on cloud computing and data management, it plays a crucial role in helping businesses harness data effectively, which is increasingly important in today's data-driven world.
Last quarter
In the last quarter, MongoDB reported an impressive EPS of $1.65, significantly exceeding expectations. However, the stock reacted negatively, declining by 1.05% the next day.
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+738.92%
Avg 1-day reaction
+1.41%
Analysts expect MongoDB to continue its strong performance with solid earnings and revenue growth. The market is closely watching how the company will manage its costs amid rising competition.
Bull case
If MongoDB beats earnings expectations again, it could reinforce investor confidence and lead to a significant stock price increase, given its history of surprises.
Bear case
Conversely, if the company fails to meet expectations, especially after a series of strong performances, it could lead to a sharp decline in stock price as investors reassess their outlook.
Key metrics to watch
EPS
$1.18Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.
Revenue
$664MRevenue growth is essential for assessing the company's market demand and overall business health.
The print will turn on these.
Q1
Will MongoDB's EPS exceed the consensus estimate of $1.18?
A beat on EPS would continue the trend of strong performance and could lead to a positive market reaction.
Q2
What revenue growth will MongoDB report compared to the consensus of $664M?
Revenue growth is critical to understanding the company's market position and future prospects, especially in a competitive landscape.
—
Est. EPS
$1.01
Est. Rev
$543M
Impl. Move
±8.7%
Why consensus could be wrong
The Street may be underestimating MongoDB's ability to sustain its growth momentum, given the company's strong historical performance and market demand for cloud-based solutions.
Supporting evidence
MongoDB has consistently beaten EPS estimates, indicating strong operational execution.
The options market is pricing a significant move, suggesting that traders expect a notable outcome.
Insider selling may indicate a need for caution, but it does not necessarily reflect the company's overall health.
Key risk
If MongoDB's revenue growth falls short of $660M, it could challenge the optimistic outlook.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as MongoDB seeks to maintain its growth trajectory amidst increasing competition.
Bull confirmed if
Earnings per share exceeding $1.35 would confirm strong operational performance.
Bear confirmed if
Earnings per share falling below $1.09 would signal potential issues in profitability.
What the market is pricing for the move.
Implied Move
±16.37%
Historical Avg
±3.5%
The options market is pricing in a significant move, suggesting that traders expect either a strong earnings report or a disappointing one.
Options are pricing ±16.6% while MDB has averaged ±3.5% over the last 8 prints — setup is pricing rich.
ATM IV
2.8%
30d HV
56.9%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If MongoDB beats expectations, history suggests the stock could rise by around 0.26% on the next trading day, confirming continued investor confidence.
In line / cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance from management.
Miss
A miss could lead to a decline, with historical patterns suggesting a potential drop similar to the average 1-day move when they miss.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
1
0 buys·1 sell
Members
1
House only
Est. Notional
$1,001.00–$15,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
Net selling
Recent Transactions
Traded May 14, 2026 · disclosed Jun 8, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.